Destiney Cain
Lewisville,TX
Quote
Remember, remember, this is now, and now, and now. Live if, feel it, cling to it. I want to become acutely aware of all I’ve taken for granted.
Sylvia Plath
Summary
Highly motivated and collaborative finance professional with a strong interest in risk and compliance. Seeking a challenging position to utilize skills in problem-solving, relationship management, and proactive teamwork to contribute to the success of the organization.
Overview
13
13
years of professional experience
Work History
Senior Specialist, Advisor Services
Charles Schwab
Westlake, TX
11.2018 - Current
- Assists advisors with complex topics such as estates, complex accounts, lending-related questions, and transactional topics
- Provides exceptional client service by demonstrating empathy, problem-solving skills, and ownership
- Manages advisor needs through to completion by following up, conducting advanced research, advocating for advisors, and collaborating with business partners
- Serves as resource and coach to team members on navigating challenging advisor needs
- Demonstrates active listening and rapport building to gain thorough understanding of advisors' needs
- Proactively anticipates client issues and took necessary steps to prevent problems
- Promotes features and benefits of Schwab tools, products, and services.
Relationship Manager, Advisor Services
TD Ameritrade
Southlake, TX
11.2018 - 09.2023
- Collaborated with team members to provide strategic solutions specific to advisor needs
- Acted as point of contact for advisor ad-hoc requests and complex issues
- Analyzed current procedures and submitted risk exception requests when appropriate
- Assumed Senior Relationship Manager responsibilities in their absence.
Relationship Manager, Advisor Services
TD Ameritrade
Southlake, TX
12.2017 - 11.2018
- Liaised with new or small RIA's, cultivating and nurturing relationships
- Led cash management escalation team for time-sensitive domestic and international wire requests
Financial Service Professional
Magnolia Wealth Strategies
01.2016 - 09.2017
- Assisted families and young professionals in achieving their financial goals
- Educated clients on various financial topics to help them make informed decisions
- Provided value-added services to maintain ongoing client relationships.
Database Marketing Specialist
Zia Park Casino Hotel & Racetrack
11.2014 - 02.2015
Investment Consultant
Scottrade
03.2013 - 07.2014
Cash Vault Teller
Regions Bank
02.2011 - 03.2013
Skills
- Proactive team player with strong work ethic
- Excellent organizational skills, adept at multitasking
- Flexible and adaptable mindset, skilled at problem-solving
- Mentor, providing guidance and support to team members
- Exceptional interpersonal skills, adept at building rapport
- Holds Series 7 and 63 licenses
- Self-sufficient and driven by challenges
- Fast and visual learner
Education
MBA - Finance
University of Phoenix
Dallas, TX12.2017
Bachelor of Science - Business Administration And Management
Louisiana State University At Shreveport
Shreveport, LA05.2010
Bachelor of Science - Finance
Louisiana State University At Shreveport
Shreveport, LA05.2010
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Specialist, Advisor Services
Charles Schwab
11.2018 - Current
Relationship Manager, Advisor Services
TD Ameritrade
11.2018 - 09.2023
Relationship Manager, Advisor Services
TD Ameritrade
12.2017 - 11.2018
Financial Service Professional
Magnolia Wealth Strategies
01.2016 - 09.2017
Database Marketing Specialist
Zia Park Casino Hotel & Racetrack
11.2014 - 02.2015
Investment Consultant
Scottrade
03.2013 - 07.2014
Cash Vault Teller
Regions Bank
02.2011 - 03.2013
MBA - Finance
University of Phoenix
Bachelor of Science - Business Administration And Management
Louisiana State University At Shreveport
Bachelor of Science - Finance
Louisiana State University At Shreveport